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The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.
The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.
Paraplanners must have some sort of client-facing role within a successful advisory business, according to Phil Billingham.
Other paraplanning articles
Paraplanner Martin Vaughan gives his top tips on creating the ideal client suitability lettter.
How much do you know about the average paraplanner and their aspirations?
Axa Wealth’s new Professional Edge consultancy service is launching a series of nationwide seminars focusing on paraplanner development.
The level of hourly fees charged by advisers for their paraplanners varies widely from zero to £185, according to research by threesixty.
Colin French, tax partner at Chancery (UK) LLP, explains why Enterprise Zone Syndicates are proving to be a popular option for investors.
In the first part of a series on advisers who specialise in different professions, Joanna Faith talks to Alan Bowers about advising teachers
Andrew Wilkins, executive director of Catalyst Investment Group, says retail investors should make the most of investment choices previously only available to their institutional peers.
Wayne Vernon is a paraplanner at The Private Office, an appointed representative of AWD Chase De Vere. He says, while others dreamed of being astronauts, he knew he wanted to work in financial advice…
The Institute of Financial Planning (IFP) will hold pilot paraplanning examinations in the next month as the professional body prepares to roll out the country’s first level four qualification for paraplanners.
Svenja Keller joined John Lamb Partnership in October 2008 in her first paraplanning role and just over a year later scooped the Paraplanner of the Year title at the Professional Adviser Awards 2010.
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